# Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund DB Plan
Source: https://planprovider.pro/companies/trustees-u-a-plumbers-63-steamfitters-353-pen-trustfund-376118084-001

> Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund's DB plan: 510 participants, plan year 2024 financials, providers, and benchmarks from Form 5500.

Form 5500 filing data for plan year 2024.

## Plan Snapshot

- **Plan Sponsor:** Trustees U.A. Plumbers 63 & Steamfitters 353 Pen Trustfund

- **Sponsor EIN:** 376118084

- **Sponsor Address:** PO BOX 68994, INDIANAPOLIS, IN, 462680994

- **Plan Type:** DB

- **Plan Number:** 001

- **Total Participants:** 510

- **Total Assets:** $152.3M

## Key Plan Design Features

- **Auto-Enrollment:** No

- **Auto-Escalation:** No

- **Allows Roth Contributions:** No

- **Participant Loans:** No

- **Participant-Directed Investments:** No

- **ERISA Section 404(c) Fiduciary Safe Harbor:** No

## Plan Financials by Year

| Year|Participants|Total Assets|Employer Contrib.|Employee Contrib.|

| 2024|510|$152.3M|$9.6M|$0|

| 2023|497|$144.7M|$9.6M|$0|

| 2022|481|$138.4M|$9.3M|$0|

## Service Providers (Schedule C)

Vendors paid $5,000 or more for services to the plan, ranked by total compensation (direct + indirect fees).

| Provider Name|
Role|
Direct Compensation|
Indirect Compensation|
Total Fees|

| MORGAN STANLEY SMITH BARNEY|Other Service Provider|$115,171|—|$115,171|

| HEALTHSCOPE BENEFITS, INC.|Other Service Provider|$81,978|—|$81,978|

| THE SEGAL COMPANY (MIDWEST), INC.|Other Service Provider|$61,141|—|$61,141|

| NATIONAL INVESTMENT SERVICES|Other Service Provider|$26,328|—|$26,328|

| ROMOLO & ASSOCIATES LLC|Other Service Provider|$18,715|—|$18,715|

## Plan Fees & Expenses

Annual service provider fees and administrative expenses sourced from DOL Form 5500 filings.

- **Total Service Provider Fees:** $303,333

- **Estimated Expense Ratio:** 0.199% of plan assets

### Historical Administrative Expenses

Breakdown of administrative expense categories reported on Form 5500 filings.

| Year|
Total Admin Expenses|
Investment Mgmt Fees|
Contract Admin Fees|
IQPA Audit Fees|
Professional Fees|

| 2024|$453,650|$141,498|$95,308|$22,280|—|

| 2023|$440,558|$129,738|$96,334|$20,900|—|

| 2022|$432,146|$118,314|$80,371|—|$135,350|

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